PFM

Peak Financial Management Portfolio holdings

AUM $378M
1-Year Est. Return 11.99%
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$479K
3
+$361K
4
IBB icon
iShares Biotechnology ETF
IBB
+$243K
5
XOM icon
Exxon Mobil
XOM
+$217K

Top Sells

1
+$1.8M
2
+$1.18M
3
+$1.16M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$925K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$875K

Sector Composition

1 Technology 2.15%
2 Communication Services 0.54%
3 Energy 0.22%
4 Industrials 0.17%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 1.65%
147,900
-15,586
27
$3.27M 1.53%
116,164
-18,952
28
$3.12M 1.46%
252,558
-27,588
29
$2.99M 1.4%
24,318
-144
30
$1.65M 0.77%
33,191
-2,990
31
$1.43M 0.67%
84,491
-12,475
32
$1.22M 0.57%
17,525
+6,900
33
$908K 0.43%
8,134
-336
34
$864K 0.41%
42,365
-6,515
35
$811K 0.38%
33,306
-1,502
36
$650K 0.31%
2,099
+366
37
$555K 0.26%
10,074
38
$510K 0.24%
2,506
+76
39
$415K 0.19%
23,567
-936
40
$397K 0.19%
22,526
-2,672
41
$361K 0.17%
+5,856
42
$348K 0.16%
3,475
-1,072
43
$348K 0.16%
6,498
-2,404
44
$344K 0.16%
1,117
-15
45
$337K 0.16%
7,080
-159
46
$331K 0.16%
4,680
+320
47
$315K 0.15%
22,000
48
$276K 0.13%
2,312
49
$267K 0.13%
959
50
$254K 0.12%
3,580
+40
1
2
3